Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $11.7B
1-Year Est. Return 2.17%
This Quarter Est. Return
1 Year Est. Return
+2.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.58B
AUM Growth
-$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,562
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$73.4M
3
+$41.4M
4
AMZN icon
Amazon
AMZN
+$26.3M
5
INTC icon
Intel
INTC
+$19.6M

Top Sells

1
+$102M
2
+$96.1M
3
+$75.4M
4
CRWD icon
CrowdStrike
CRWD
+$65M
5
TSLA icon
Tesla
TSLA
+$47.2M

Sector Composition

1 Consumer Discretionary 6.23%
2 Technology 5.12%
3 Financials 3.12%
4 Healthcare 3.07%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
– –
-16,719
1177
– –
-32,105
1178
– –
-13,826
1179
– –
-22,388
1180
– –
-17,378
1181
– –
-11,939
1182
– –
-4,863
1183
– –
-1,036
1184
– –
-12,021
1185
– –
-9,720
1186
– –
-15,240
1187
– –
-37,656
1188
– –
-19,770
1189
– –
-71,204
1190
– –
-27,250
1191
– –
-818
1192
– –
-12,197
1193
– –
-5,547
1194
– –
-10,900
1195
– –
-2,855
1196
– –
-5,327
1197
– –
-46,191
1198
– –
-5,668
1199
– –
-57,527
1200
– –
-21,800
46 47
48
49 50